Beacon Financial Advisory LLC Ishares 0 5 Year High Yield CO Transaction History

Beacon Financial Advisory LLC

  • $298 Million
  • Q1 2025

A detailed history of Beacon Financial Advisory LLC transactions in Ishares 0 5 Year High Yield CO stock. As of the latest transaction made, Beacon Financial Advisory LLC holds 8,231 shares of SHYG stock, worth $348,912. This represents 0.12% of its overall portfolio holdings.

Number of Shares
8,231
Previous 9,572 14.01%
Holding current value
$348,912
Previous $407,000 14.25%
% of portfolio
0.12%
Previous 0.15%

Shares

16 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

Apr 24, 2025
SELL
$42.38 - $43.28 $56,831 - $58,038
-1,341 Reduced 14.01%
8,231 $349,000
Q4 2024

Jan 27, 2025
SELL
$42.33 - $43.3 $75,601 - $77,333
-1,786 Reduced 15.72%
9,572 $407,000
Q3 2024

Oct 30, 2024
BUY
$41.95 - $43.42 $1,300 - $1,346
31 Added 0.27%
11,358 $493,000
Q2 2024

Jul 26, 2024
BUY
$41.64 - $42.32 $7,911 - $8,040
190 Added 1.71%
11,327 $477,000
Q1 2024

May 01, 2024
BUY
$41.98 - $42.63 $2,015 - $2,046
48 Added 0.43%
11,137 $473,000
Q4 2023

Jan 23, 2024
BUY
$40.19 - $42.48 $15,111 - $15,972
376 Added 3.51%
11,089 $468,000
Q3 2023

Oct 25, 2023
BUY
$40.9 - $41.68 $12,024 - $12,253
294 Added 2.82%
10,713 $439,000
Q2 2023

Jul 17, 2023
BUY
$40.8 - $41.55 $75,602 - $76,992
1,853 Added 21.63%
10,419 $431,000
Q1 2023

Apr 18, 2023
BUY
$40.65 - $42.2 $21,138 - $21,944
520 Added 6.46%
8,566 $357,000
Q4 2022

Jan 20, 2023
BUY
$39.79 - $41.87 $320,150 - $336,886
8,046 New
8,046 $0
Q1 2022

Apr 27, 2022
SELL
$43.01 - $45.26 $245,888 - $258,751
-5,717 Closed
0 $0
Q4 2021

Jan 21, 2022
BUY
$44.73 - $45.64 $49,695 - $50,706
1,111 Added 24.12%
5,717 $259,000
Q3 2021

Nov 15, 2021
BUY
$45.45 - $46.0 $209,342 - $211,876
4,606 New
4,606 $210,000
Q2 2021

Jul 14, 2021
SELL
$45.56 - $46.09 $199,826 - $202,150
-4,386 Closed
0 $0
Q1 2021

Apr 20, 2021
SELL
$45.28 - $45.81 $128,097 - $129,596
-2,829 Reduced 39.21%
4,386 $201,000
Q4 2020

Jan 25, 2021
BUY
$43.72 - $45.44 $315,439 - $327,849
7,215 New
7,215 $327,000

Others Institutions Holding SHYG

# of Institutions
587
Shares Held
125M
Call Options Held
0
Put Options Held
0
View Full List

About ISHARES 0-5 YEAR HIGH YIELD CO

SHYG Quotes by TradingView
  • Ticker SHYG
  • Sector ETFs
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More about SHYG
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